Create Notes in a HubSpot Workflow

Notes fills a gap left wide open by HubSpot: creating notes easily and automatically in a workflow. Simply install the Notes app and add notes to your workflows.

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Easy Setup

How It Works

01

Install

Install the Notes app by clicking here

02

Setup

Setup a workflow in HubSpot, select the 'Create Note' action, and customise the note.

03

Magic

See the magic happen as notes are automatically created from your workflow.

How It Works

Easily create notes automatically in a HubSpot workflow.

Create a note in HubSpot

Create a Workflow

Notes works with Contact, Company and Deal based workflows.
On the right hand side of your workflow, scroll down and select 'Custom Notes'

Note creation in HubSpot workflow

Set up your Note

Customise your note with:

  • A note owner
  • The date (dynamic or static)
  • Note content (you can also add customisation tokens!
  • Click Save
Screen Shot 2023-03-24 at 11.29.12 am

Run your workflow

Once your workflow has run, check the enrolled object and find the note that was automatically created!

See it in action

Bringing Everything Together

Normally, you’d have to juggle between these two apps to get the most from them. This leads to issues like inaccurate customer information, missed details — and eventually upset customers, lost opportunities, and worse business. Saular solves this problem by connecting OpenSolar and HubSpot with ease and simplicity.

The result means that any customer accounts you create in OpenSolar are created in HubSpot as well. That way, you can immediately begin utilising the powerful customer relation tools in HubSpot to improve your customers' experience with your company.

Choose your Plan

Flexible Options

$8
Monthly

5-day free trial

  • Automate notes creation
  • Straightforward monthly rate
  • Dedicated support
  • Free app updates
  • Cancel anytime
$60
Yearly

Get 37% off!

  • Automate notes creation
  • Pay yearly and save
  • Dedicated support
  • Free app updates
  • Customisation available
  • Cancel anytime

FAQs

What does the Notes app for HubSpot workflows do?

It automatically creates and logs notes in HubSpot whenever a workflow runs, helping teams track important updates without manual input.

Why should I add automated notes to workflows?

Automated notes keep your CRM organised, ensuring sales and service teams always have context on interactions, triggers, or events.

What workflows can generate notes?

Notes can be created in contact, company, and deal workflows. You can customise what the note says and when it appears.

 

Can I customise the note content?

Yes. You can add custom text, dates, tokens, or other details relevant to your workflow.

 

Is there a free trial for the Notes app?

Yes. You can try the Notes app free for 5 days before choosing a monthly or yearly plan.

5-day Free Trial

See it in action with our 5-day free trial

Have Questions?

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